Insights
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July 2025 Investment Outlook
Based on fundamentals, we expect the credit cycle’s expansion phase to continue despite ongoing geopolitical risk and trade uncertainty.
Ten Things to Know About Fed Leadership and the Path to a New Fed Chair
Here are 10 key points to keep in mind about Fed leadership and the nomination process for Fed Chair.
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
The Federal Student Loan Repayment Reckoning: The Consumer ABS Risk Driver Investors May Be Overlooking
Investment Strategist David Rittner and Senior Research Analyst Amit Patel take a look at a key risk factor for structured[…]
Tariff Turnover: How the CIT Ruling Could Change US Trade Policy
Chief Economist Brian Horrigan recaps how the Court of International Trade's ruling against IEEPA tariffs could change the current trade[…]
Downgrading US Debt; Upgrading Fiscal Anxiety
Chief Economist Brian Horrigan discusses the impact of Moody's downgrade of US Treasury debt and compares the circumstances with prior[…]
Municipal Marketplace: Can single state portfolios be advantageous?
We often receive inquiries from clients and prospective clients about single state municipal bond portfolio management.
Cracks in the Armor of Corporate Health
Our latest survey of Loomis Sayles' credit analysts suggests a deteriorating outlook for corporate health, which has been a key[…]
The (Trade) War You Start May Not Be the War You Get
On a portfolio flow and policy mix perspective, I’m a dollar bear in this world. That is not a trade[…]
April 2025 Investment Outlook
A potent combination of central bank easing and accelerating earnings growth is likely to propel global risk assets higher into[…]
EM Debt Outlook: Anticipated Durability Despite the Unknowns
Within the emerging market debt sector, portfolio manager Elisabeth Colleran points to ratings upgrades and demonstrated resilience as factors contributing[…]
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
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